Crewe Advisors’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.79K | Sell |
35
-55
| -61% | -$4.38K | ﹤0.01% | 565 |
|
2025
Q1 | $5.94K | Hold |
90
| – | – | ﹤0.01% | 464 |
|
2024
Q4 | $6.75K | Sell |
90
-109
| -55% | -$8.17K | ﹤0.01% | 460 |
|
2024
Q3 | $19.8K | Hold |
199
| – | – | ﹤0.01% | 404 |
|
2024
Q2 | $21.2K | Sell |
199
-31
| -13% | -$3.3K | ﹤0.01% | 542 |
|
2024
Q1 | $35.5K | Buy |
+230
| New | +$35.5K | ﹤0.01% | 414 |
|
2023
Q3 | – | Sell |
-107
| Closed | -$21K | – | 685 |
|
2023
Q2 | $21K | Sell |
107
-215
| -67% | -$42.2K | ﹤0.01% | 341 |
|
2023
Q1 | $79.4K | Buy |
322
+2
| +0.6% | +$493 | 0.01% | 256 |
|
2022
Q4 | $79.4K | Sell |
320
-174
| -35% | -$43.2K | 0.01% | 250 |
|
2022
Q3 | $107K | Buy |
494
+143
| +41% | +$31K | 0.02% | 217 |
|
2022
Q2 | $89K | Buy |
351
+267
| +318% | +$67.7K | 0.02% | 220 |
|
2022
Q1 | $23K | Buy |
+84
| New | +$23K | ﹤0.01% | 291 |
|
2021
Q4 | – | Sell |
-3
| Closed | -$1K | – | 419 |
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 375 |
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 434 |
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 436 |
|
2020
Q4 | $1K | Sell |
3
-4
| -57% | -$1.33K | ﹤0.01% | 425 |
|
2020
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 495 |
|